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Bellwether Investment Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bellwether Investment Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,556
Closed -$76K – 928
2016
Q4 		$76K Buy
+2,556
New +$72.2K 0.07% 228
2016
Q2 		$66K Buy
+2,556
New +$65.6K 0.07% 212

Other funds holding SPMD

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellwether Investment Group's SPMD Position: Q1 2017 in Review

Bellwether Investment Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2017, closing a stake of 2,556 shares — an estimated $76K sold.

Bellwether Investment Group first reported a position in SPMD in Q2 2016 and held it in 2 quarters. The position peaked at $76K in Q4 2016. 24 funds tracked by Wall St. Rank hold SPMD as of Q1 2017.

  • Bellwether Investment Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,556 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2017, an estimated $76K.
  • Bellwether Investment Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $76K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.